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IBEW LOCAL NO.82 PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL NO.82 PENSION PLAN
Plan identification number 001

IBEW LOCAL NO.82 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

IBEW LOCAL NO.82 PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL NO.82 PENSION PLAN
Employer identification number (EIN):316127268
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL NO.82 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01GREGORY J. GUST2024-04-08 CARTER HARRISON2024-04-09
0012021-07-01GREGORY J. GUST2023-04-11 CARTER HARRISON2023-04-11
0012020-07-01GREGORY J. GUST2022-04-05 CARTER HARRISON2022-04-07
0012020-07-01GREGORY J. GUST2022-05-15 CARTER HARRISON2022-05-17
0012019-07-01GREGORY J. GUST2021-04-01 CARTER HARRISON2021-04-01
0012018-07-01GREGORY J. GUST2020-04-28 CARTER HARRISON2020-04-28
0012017-07-01MICHAEL A. PERRY2019-03-31 CURTIS M. EVANS2019-03-28
0012016-07-01ROGER VANDERHORST MICHAEL PERRY2018-03-27
0012015-07-01ROGER VANDERHORST ERIC GRAY2017-03-03
0012014-07-01ROGER VANDERHORST ERIC GRAY2016-02-01
0012013-07-01NICHOLAS COMSTOCK - LABOR TRUSTEE THEODORE L. MICHEL - EMPL. TRUSTEE2015-03-18
0012012-07-01NICHOLAS COMSTOCK - LABOR TRUSTEE THEODORE L. MICHEL - EMPL. TRUSTEE2014-02-13
0012011-07-01NICHOLAS COMSTOCK - LABOR TRUSTEE THEODORE L. MICHEL - EMPL. TRUSTEE2013-04-02
0012009-07-01KIM FLACH
0012009-07-01NICHOLAS COMSTOCK - LABOR TRUSTEE DANAL NEAL - EMPLOYER TRUSTEE2011-03-17

Plan Statistics for IBEW LOCAL NO.82 PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL NO.82 PENSION PLAN

Measure Date Value
2023: IBEW LOCAL NO.82 PENSION PLAN 2023 401k membership
Current value of assets2023-06-30115,748,355
Acturial value of assets for funding standard account2023-06-30127,646,231
Accrued liability for plan using immediate gains methods2023-06-30146,114,214
Accrued liability under unit credit cost method2023-06-30146,114,214
RPA 94 current liability2023-06-30317,583,353
Expected increase in current liability due to benefits accruing during the plan year2023-06-3010,356,447
Expected release from RPA 94 current liability for plan year2023-06-309,728,777
Expected plan disbursements for the plan year2023-06-3010,153,777
Current value of assets2023-06-30115,748,355
Number of retired participants and beneficiaries receiving payment2023-06-30557
Current liability for retired participants and beneficiaries receiving payment2023-06-30128,173,440
Number of terminated vested participants2023-06-30458
Current liability for terminated vested participants2023-06-3068,263,184
Current liability for active participants non vested benefits2023-06-303,333,184
Current liability for active participants vested benefits2023-06-30117,813,545
Total number of active articipats2023-06-30528
Current liability for active participants2023-06-30121,146,729
Total participant count with liabilities2023-06-301,543
Total current liabilitoes for participants with libailities2023-06-30317,583,353
Total employer contributions in plan year2023-06-308,513,422
Total employee contributions in plan year2023-06-300
Prior year funding deficiency2023-06-300
Employer’s normal cost for plan year as of valuation date2023-06-303,173,556
Prior year credit balance2023-06-3028,475,358
Amortization credits as of valuation date2023-06-303,242,992
2022: IBEW LOCAL NO.82 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,537
Total number of active participants reported on line 7a of the Form 55002022-07-01659
Number of retired or separated participants receiving benefits2022-07-01462
Number of other retired or separated participants entitled to future benefits2022-07-01376
Total of all active and inactive participants2022-07-011,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-01100
Total participants2022-07-011,597
Number of participants with account balances2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0132
Number of employers contributing to the scheme2022-07-0138
Current value of assets2022-06-30135,435,969
Acturial value of assets for funding standard account2022-06-30123,023,972
Accrued liability for plan using immediate gains methods2022-06-30142,750,842
Accrued liability under unit credit cost method2022-06-30142,750,842
RPA 94 current liability2022-06-30305,602,081
Expected increase in current liability due to benefits accruing during the plan year2022-06-309,627,449
Expected release from RPA 94 current liability for plan year2022-06-309,466,980
Expected plan disbursements for the plan year2022-06-309,841,980
Current value of assets2022-06-30135,435,969
Number of retired participants and beneficiaries receiving payment2022-06-30540
Current liability for retired participants and beneficiaries receiving payment2022-06-30124,994,424
Number of terminated vested participants2022-06-30477
Current liability for terminated vested participants2022-06-3068,373,034
Current liability for active participants non vested benefits2022-06-303,274,149
Current liability for active participants vested benefits2022-06-30108,960,474
Total number of active articipats2022-06-30506
Current liability for active participants2022-06-30112,234,623
Total participant count with liabilities2022-06-301,523
Total current liabilitoes for participants with libailities2022-06-30305,602,081
Total employer contributions in plan year2022-06-307,051,775
Total employee contributions in plan year2022-06-300
Prior year funding deficiency2022-06-300
Employer’s normal cost for plan year as of valuation date2022-06-303,041,414
Prior year credit balance2022-06-3028,613,980
Amortization credits as of valuation date2022-06-303,421,767
2021: IBEW LOCAL NO.82 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,539
Total number of active participants reported on line 7a of the Form 55002021-07-01582
Number of retired or separated participants receiving benefits2021-07-01463
Number of other retired or separated participants entitled to future benefits2021-07-01400
Total of all active and inactive participants2021-07-011,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0192
Total participants2021-07-011,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0119
Number of employers contributing to the scheme2021-07-0129
Current value of assets2021-06-30109,539,824
Acturial value of assets for funding standard account2021-06-30114,551,485
Accrued liability for plan using immediate gains methods2021-06-30140,304,378
Accrued liability under unit credit cost method2021-06-30140,304,378
RPA 94 current liability2021-06-30286,489,816
Expected increase in current liability due to benefits accruing during the plan year2021-06-309,243,095
Expected release from RPA 94 current liability for plan year2021-06-309,575,985
Expected plan disbursements for the plan year2021-06-309,980,985
Current value of assets2021-06-30109,539,824
Number of retired participants and beneficiaries receiving payment2021-06-30546
Current liability for retired participants and beneficiaries receiving payment2021-06-30122,934,090
Number of terminated vested participants2021-06-30447
Current liability for terminated vested participants2021-06-3055,248,264
Current liability for active participants non vested benefits2021-06-303,062,097
Current liability for active participants vested benefits2021-06-30105,245,365
Total number of active articipats2021-06-30548
Current liability for active participants2021-06-30108,307,462
Total participant count with liabilities2021-06-301,541
Total current liabilitoes for participants with libailities2021-06-30286,489,816
Total employer contributions in plan year2021-06-306,809,640
Total employee contributions in plan year2021-06-300
Prior year funding deficiency2021-06-300
Employer’s normal cost for plan year as of valuation date2021-06-303,213,336
Prior year credit balance2021-06-3026,653,808
Amortization credits as of valuation date2021-06-305,887,771
2020: IBEW LOCAL NO.82 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,543
Total number of active participants reported on line 7a of the Form 55002020-07-01599
Number of retired or separated participants receiving benefits2020-07-01459
Number of other retired or separated participants entitled to future benefits2020-07-01395
Total of all active and inactive participants2020-07-011,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0186
Total participants2020-07-011,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0151
Number of employers contributing to the scheme2020-07-0174
Current value of assets2020-06-30109,458,205
Acturial value of assets for funding standard account2020-06-30110,905,089
Accrued liability for plan using immediate gains methods2020-06-30135,595,994
Accrued liability under unit credit cost method2020-06-30135,595,994
RPA 94 current liability2020-06-30253,848,762
Expected increase in current liability due to benefits accruing during the plan year2020-06-307,307,363
Expected release from RPA 94 current liability for plan year2020-06-309,234,320
Expected plan disbursements for the plan year2020-06-309,564,320
Current value of assets2020-06-30109,458,205
Number of retired participants and beneficiaries receiving payment2020-06-30530
Current liability for retired participants and beneficiaries receiving payment2020-06-30116,844,005
Number of terminated vested participants2020-06-30440
Current liability for terminated vested participants2020-06-3049,079,883
Current liability for active participants non vested benefits2020-06-302,992,551
Current liability for active participants vested benefits2020-06-3084,932,323
Total number of active articipats2020-06-30540
Current liability for active participants2020-06-3087,924,874
Total participant count with liabilities2020-06-301,510
Total current liabilitoes for participants with libailities2020-06-30253,848,762
Total employer contributions in plan year2020-06-307,016,808
Total employee contributions in plan year2020-06-300
Prior year funding deficiency2020-06-300
Employer’s normal cost for plan year as of valuation date2020-06-302,928,427
Prior year credit balance2020-06-3023,993,966
Amortization credits as of valuation date2020-06-305,887,776
2019: IBEW LOCAL NO.82 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,518
Total number of active participants reported on line 7a of the Form 55002019-07-01621
Number of retired or separated participants receiving benefits2019-07-01456
Number of other retired or separated participants entitled to future benefits2019-07-01383
Total of all active and inactive participants2019-07-011,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0183
Total participants2019-07-011,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0145
Number of employers contributing to the scheme2019-07-0132
Current value of assets2019-06-30105,122,881
Acturial value of assets for funding standard account2019-06-30106,860,988
Accrued liability for plan using immediate gains methods2019-06-30132,499,503
Accrued liability under unit credit cost method2019-06-30132,499,503
RPA 94 current liability2019-06-30250,361,722
Expected increase in current liability due to benefits accruing during the plan year2019-06-306,642,351
Expected release from RPA 94 current liability for plan year2019-06-309,111,524
Expected plan disbursements for the plan year2019-06-309,451,524
Current value of assets2019-06-30105,122,881
Number of retired participants and beneficiaries receiving payment2019-06-30526
Current liability for retired participants and beneficiaries receiving payment2019-06-30119,103,859
Number of terminated vested participants2019-06-30447
Current liability for terminated vested participants2019-06-3047,738,145
Current liability for active participants non vested benefits2019-06-303,017,963
Current liability for active participants vested benefits2019-06-3080,501,755
Total number of active articipats2019-06-30516
Current liability for active participants2019-06-3083,519,718
Total participant count with liabilities2019-06-301,489
Total current liabilitoes for participants with libailities2019-06-30250,361,722
Total employer contributions in plan year2019-06-307,205,321
Total employee contributions in plan year2019-06-300
Prior year funding deficiency2019-06-300
Employer’s normal cost for plan year as of valuation date2019-06-302,635,249
Prior year credit balance2019-06-3020,750,165
Amortization credits as of valuation date2019-06-305,993,216
2018: IBEW LOCAL NO.82 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,482
Total number of active participants reported on line 7a of the Form 55002018-07-01602
Number of retired or separated participants receiving benefits2018-07-01447
Number of other retired or separated participants entitled to future benefits2018-07-01386
Total of all active and inactive participants2018-07-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0183
Total participants2018-07-011,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0122
Number of employers contributing to the scheme2018-07-0131
Current value of assets2018-06-30100,045,715
Acturial value of assets for funding standard account2018-06-30104,243,063
Accrued liability for plan using immediate gains methods2018-06-30129,585,037
Unfunded liability for methods with bases using spread gains methods2018-06-300
Accrued liabiliy under entry age normal method2018-06-300
Normal cost under entry age normal method2018-06-300
Accrued liability under unit credit cost method2018-06-30129,585,037
RPA 94 current liability2018-06-30226,349,707
Expected increase in current liability due to benefits accruing during the plan year2018-06-306,199,753
Expected release from RPA 94 current liability for plan year2018-06-309,499,390
Expected plan disbursements for the plan year2018-06-309,869,390
Current value of assets2018-06-30100,045,715
Number of retired participants and beneficiaries receiving payment2018-06-30520
Current liability for retired participants and beneficiaries receiving payment2018-06-30114,229,518
Number of terminated vested participants2018-06-30432
Current liability for terminated vested participants2018-06-3039,460,403
Current liability for active participants non vested benefits2018-06-303,680,318
Current liability for active participants vested benefits2018-06-3068,979,468
Total number of active articipats2018-06-30520
Current liability for active participants2018-06-3072,659,786
Total participant count with liabilities2018-06-301,472
Total current liabilitoes for participants with libailities2018-06-30226,349,707
Total employer contributions in plan year2018-06-307,093,706
Total employee contributions in plan year2018-06-300
Prior year funding deficiency2018-06-300
Employer’s normal cost for plan year as of valuation date2018-06-302,729,259
Prior year credit balance2018-06-3017,637,487
Amortization credits as of valuation date2018-06-305,887,702
2017: IBEW LOCAL NO.82 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,441
Total number of active participants reported on line 7a of the Form 55002017-07-01569
Number of retired or separated participants receiving benefits2017-07-01438
Number of other retired or separated participants entitled to future benefits2017-07-01390
Total of all active and inactive participants2017-07-011,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0185
Total participants2017-07-011,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0112
Number of employers contributing to the scheme2017-07-0131
Current value of assets2017-06-3092,547,701
Acturial value of assets for funding standard account2017-06-30101,263,758
Accrued liability for plan using immediate gains methods2017-06-30126,297,790
Accrued liability under unit credit cost method2017-06-30126,297,790
RPA 94 current liability2017-06-30214,884,815
Expected increase in current liability due to benefits accruing during the plan year2017-06-305,990,332
Expected release from RPA 94 current liability for plan year2017-06-309,206,470
Expected plan disbursements for the plan year2017-06-309,651,470
Current value of assets2017-06-3092,547,701
Number of retired participants and beneficiaries receiving payment2017-06-30497
Current liability for retired participants and beneficiaries receiving payment2017-06-30107,050,822
Number of terminated vested participants2017-06-30413
Current liability for terminated vested participants2017-06-3036,942,424
Current liability for active participants non vested benefits2017-06-302,945,438
Current liability for active participants vested benefits2017-06-3067,946,131
Total number of active articipats2017-06-30492
Current liability for active participants2017-06-3070,891,569
Total participant count with liabilities2017-06-301,402
Total current liabilitoes for participants with libailities2017-06-30214,884,815
Total employer contributions in plan year2017-06-306,977,754
Total employee contributions in plan year2017-06-300
Prior year funding deficiency2017-06-300
Employer’s normal cost for plan year as of valuation date2017-06-302,871,887
Prior year credit balance2017-06-3014,724,778
Amortization credits as of valuation date2017-06-305,814,196
2016: IBEW LOCAL NO.82 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,382
Total number of active participants reported on line 7a of the Form 55002016-07-01552
Number of retired or separated participants receiving benefits2016-07-01433
Number of other retired or separated participants entitled to future benefits2016-07-01380
Total of all active and inactive participants2016-07-011,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0176
Total participants2016-07-011,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0116
Number of employers contributing to the scheme2016-07-0157
Current value of assets2016-06-3092,733,913
Acturial value of assets for funding standard account2016-06-3099,885,851
Accrued liability for plan using immediate gains methods2016-06-30124,179,076
Accrued liability under unit credit cost method2016-06-30124,179,076
RPA 94 current liability2016-06-30210,035,324
Expected increase in current liability due to benefits accruing during the plan year2016-06-305,371,415
Expected release from RPA 94 current liability for plan year2016-06-309,339,697
Expected plan disbursements for the plan year2016-06-309,769,697
Current value of assets2016-06-3092,733,913
Number of retired participants and beneficiaries receiving payment2016-06-30483
Current liability for retired participants and beneficiaries receiving payment2016-06-30105,188,640
Number of terminated vested participants2016-06-30445
Current liability for terminated vested participants2016-06-3036,228,274
Current liability for active participants non vested benefits2016-06-306,196,245
Current liability for active participants vested benefits2016-06-3062,422,165
Total number of active articipats2016-06-30462
Current liability for active participants2016-06-3068,618,410
Total participant count with liabilities2016-06-301,390
Total current liabilitoes for participants with libailities2016-06-30210,035,324
Total employer contributions in plan year2016-06-307,034,065
Employer’s normal cost for plan year as of valuation date2016-06-302,569,175
Prior year credit balance2016-06-3011,241,106
Amortization credits as of valuation date2016-06-305,642,637
2015: IBEW LOCAL NO.82 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,393
Total number of active participants reported on line 7a of the Form 55002015-07-01536
Number of retired or separated participants receiving benefits2015-07-01422
Number of other retired or separated participants entitled to future benefits2015-07-01350
Total of all active and inactive participants2015-07-011,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0174
Total participants2015-07-011,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
Number of employers contributing to the scheme2015-07-0152
Current value of assets2015-06-3093,209,666
Acturial value of assets for funding standard account2015-06-3096,344,303
Accrued liability for plan using immediate gains methods2015-06-30120,212,579
Accrued liability under unit credit cost method2015-06-30120,212,579
RPA 94 current liability2015-06-30197,624,992
Expected increase in current liability due to benefits accruing during the plan year2015-06-304,802,719
Expected release from RPA 94 current liability for plan year2015-06-309,023,392
Expected plan disbursements for the plan year2015-06-309,333,392
Current value of assets2015-06-3093,209,666
Number of retired participants and beneficiaries receiving payment2015-06-30466
Current liability for retired participants and beneficiaries receiving payment2015-06-30100,693,636
Number of terminated vested participants2015-06-30440
Current liability for terminated vested participants2015-06-3033,801,286
Current liability for active participants non vested benefits2015-06-305,424,791
Current liability for active participants vested benefits2015-06-3057,705,279
Total number of active articipats2015-06-30456
Current liability for active participants2015-06-3063,130,070
Total participant count with liabilities2015-06-301,362
Total current liabilitoes for participants with libailities2015-06-30197,624,992
Total employer contributions in plan year2015-06-306,250,346
Value in reduction in liability resulting from the reduction in benefits2015-06-300
Prior year funding deficiency2015-06-300
Employer’s normal cost for plan year as of valuation date2015-06-302,345,460
Prior year credit balance2015-06-307,722,301
Amortization credits as of valuation date2015-06-306,179,628
2014: IBEW LOCAL NO.82 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,362
Total number of active participants reported on line 7a of the Form 55002014-07-01564
Number of retired or separated participants receiving benefits2014-07-01409
Number of other retired or separated participants entitled to future benefits2014-07-01350
Total of all active and inactive participants2014-07-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0170
Total participants2014-07-011,393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0114
Number of employers contributing to the scheme2014-07-0142
Current value of assets2014-06-3082,896,271
Acturial value of assets for funding standard account2014-06-3092,577,957
Accrued liability for plan using immediate gains methods2014-06-30116,142,331
Accrued liability under unit credit cost method2014-06-30116,142,331
RPA 94 current liability2014-06-30191,326,102
Expected increase in current liability due to benefits accruing during the plan year2014-06-305,142,165
Expected plan disbursements for the plan year2014-06-308,797,331
Current value of assets2014-06-3082,896,271
Number of retired participants and beneficiaries receiving payment2014-06-30465
Current liability for retired participants and beneficiaries receiving payment2014-06-30101,452,184
Number of terminated vested participants2014-06-30396
Current liability for terminated vested participants2014-06-3029,864,227
Current liability for active participants non vested benefits2014-06-306,200,617
Current liability for active participants vested benefits2014-06-3053,809,074
Total number of active articipats2014-06-30500
Current liability for active participants2014-06-3060,009,691
Total participant count with liabilities2014-06-301,361
Total current liabilitoes for participants with libailities2014-06-30191,326,102
Total employer contributions in plan year2014-06-305,693,601
Total employee contributions in plan year2014-06-300
Prior year funding deficiency2014-06-300
Employer’s normal cost for plan year as of valuation date2014-06-302,435,631
Prior year credit balance2014-06-306,106,232
Amortization credits as of valuation date2014-06-306,794,071
2013: IBEW LOCAL NO.82 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,361
Total number of active participants reported on line 7a of the Form 55002013-07-01456
Number of retired or separated participants receiving benefits2013-07-01378
Number of other retired or separated participants entitled to future benefits2013-07-01440
Total of all active and inactive participants2013-07-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0188
Total participants2013-07-011,362
Number of employers contributing to the scheme2013-07-0136
2012: IBEW LOCAL NO.82 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,374
Total number of active participants reported on line 7a of the Form 55002012-07-01500
Number of retired or separated participants receiving benefits2012-07-01381
Number of other retired or separated participants entitled to future benefits2012-07-01396
Total of all active and inactive participants2012-07-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0184
Total participants2012-07-011,361
Number of employers contributing to the scheme2012-07-0129
2011: IBEW LOCAL NO.82 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,385
Total number of active participants reported on line 7a of the Form 55002011-07-01576
Number of retired or separated participants receiving benefits2011-07-01388
Number of other retired or separated participants entitled to future benefits2011-07-01327
Total of all active and inactive participants2011-07-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0183
Total participants2011-07-011,374
Number of employers contributing to the scheme2011-07-0127
2009: IBEW LOCAL NO.82 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,359
Total number of active participants reported on line 7a of the Form 55002009-07-01597
Number of retired or separated participants receiving benefits2009-07-01380
Number of other retired or separated participants entitled to future benefits2009-07-01319
Total of all active and inactive participants2009-07-011,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0177
Total participants2009-07-011,373
Number of employers contributing to the scheme2009-07-0142

Financial Data on IBEW LOCAL NO.82 PENSION PLAN

Measure Date Value
2023 : IBEW LOCAL NO.82 PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$8,755,115
Total unrealized appreciation/depreciation of assets2023-06-30$8,755,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$633,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$725,906
Total income from all sources (including contributions)2023-06-30$19,178,408
Total loss/gain on sale of assets2023-06-30$-479,046
Total of all expenses incurred2023-06-30$10,754,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$10,184,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$8,513,422
Value of total assets at end of year2023-06-30$124,804,929
Value of total assets at beginning of year2023-06-30$116,474,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$570,718
Total interest from all sources2023-06-30$1,071,788
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$1,404,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$1,404,690
Administrative expenses professional fees incurred2023-06-30$174,036
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$374,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$516,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$514,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$594,369
Administrative expenses (other) incurred2023-06-30$130,549
Liabilities. Value of operating payables at end of year2023-06-30$118,441
Liabilities. Value of operating payables at beginning of year2023-06-30$131,537
Total non interest bearing cash at end of year2023-06-30$2,141,075
Total non interest bearing cash at beginning of year2023-06-30$1,100,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$8,423,409
Value of net assets at end of year (total assets less liabilities)2023-06-30$124,171,764
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$115,748,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$153,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$56,285,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$52,829,997
Interest earned on other investments2023-06-30$107,333
Income. Interest from US Government securities2023-06-30$315,607
Income. Interest from corporate debt instruments2023-06-30$509,438
Value of interest in common/collective trusts at end of year2023-06-30$33,784,882
Value of interest in common/collective trusts at beginning of year2023-06-30$28,258,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$2,966,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$5,984,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$5,984,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$139,410
Asset value of US Government securities at end of year2023-06-30$12,253,115
Asset value of US Government securities at beginning of year2023-06-30$11,550,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$-87,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$8,513,422
Employer contributions (assets) at end of year2023-06-30$804,547
Employer contributions (assets) at beginning of year2023-06-30$771,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$10,184,281
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$16,194,805
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$15,461,540
Contract administrator fees2023-06-30$112,776
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$21,522,231
Aggregate carrying amount (costs) on sale of assets2023-06-30$22,001,277
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2023-06-30310800053
2022 : IBEW LOCAL NO.82 PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-19,596,137
Total unrealized appreciation/depreciation of assets2022-06-30$-19,596,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$725,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$378,706
Total income from all sources (including contributions)2022-06-30$-9,805,604
Total loss/gain on sale of assets2022-06-30$-264,787
Total of all expenses incurred2022-06-30$9,882,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$9,282,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$7,051,775
Value of total assets at end of year2022-06-30$116,474,261
Value of total assets at beginning of year2022-06-30$135,814,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$599,269
Total interest from all sources2022-06-30$859,933
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,325,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,325,229
Administrative expenses professional fees incurred2022-06-30$202,619
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$516,414
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$496,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$594,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$287,736
Administrative expenses (other) incurred2022-06-30$114,041
Liabilities. Value of operating payables at end of year2022-06-30$131,537
Liabilities. Value of operating payables at beginning of year2022-06-30$90,970
Total non interest bearing cash at end of year2022-06-30$1,100,862
Total non interest bearing cash at beginning of year2022-06-30$2,324,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-19,687,614
Value of net assets at end of year (total assets less liabilities)2022-06-30$115,748,355
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$135,435,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$176,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$52,829,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$63,659,230
Interest earned on other investments2022-06-30$109,183
Income. Interest from US Government securities2022-06-30$262,295
Income. Interest from corporate debt instruments2022-06-30$483,035
Value of interest in common/collective trusts at end of year2022-06-30$28,258,990
Value of interest in common/collective trusts at beginning of year2022-06-30$33,037,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$5,984,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$6,784,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$6,784,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$5,420
Asset value of US Government securities at end of year2022-06-30$11,550,594
Asset value of US Government securities at beginning of year2022-06-30$11,740,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$247,407
Net investment gain or loss from common/collective trusts2022-06-30$570,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$7,051,775
Employer contributions (assets) at end of year2022-06-30$771,266
Employer contributions (assets) at beginning of year2022-06-30$657,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$9,282,741
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$15,461,540
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$17,115,911
Contract administrator fees2022-06-30$106,584
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$23,077,724
Aggregate carrying amount (costs) on sale of assets2022-06-30$23,342,511
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-06-30310800053
2021 : IBEW LOCAL NO.82 PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$18,186,396
Total unrealized appreciation/depreciation of assets2021-06-30$18,186,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$378,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$572,765
Total income from all sources (including contributions)2021-06-30$35,641,035
Total loss/gain on sale of assets2021-06-30$45,439
Total of all expenses incurred2021-06-30$9,744,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$9,218,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$6,809,640
Value of total assets at end of year2021-06-30$135,814,675
Value of total assets at beginning of year2021-06-30$110,112,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$525,972
Total interest from all sources2021-06-30$865,560
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,260,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,260,021
Administrative expenses professional fees incurred2021-06-30$177,953
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-06-30200000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$496,189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$207,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$287,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$504,359
Administrative expenses (other) incurred2021-06-30$91,247
Liabilities. Value of operating payables at end of year2021-06-30$90,970
Liabilities. Value of operating payables at beginning of year2021-06-30$68,406
Total non interest bearing cash at end of year2021-06-30$2,324,265
Total non interest bearing cash at beginning of year2021-06-30$1,814,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$25,896,145
Value of net assets at end of year (total assets less liabilities)2021-06-30$135,435,969
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$109,539,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$153,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$63,659,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$54,905,187
Interest earned on other investments2021-06-30$103,871
Income. Interest from US Government securities2021-06-30$300,036
Income. Interest from corporate debt instruments2021-06-30$460,775
Value of interest in common/collective trusts at end of year2021-06-30$33,037,312
Value of interest in common/collective trusts at beginning of year2021-06-30$24,261,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$6,784,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$2,277,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$2,277,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$878
Asset value of US Government securities at end of year2021-06-30$11,740,339
Asset value of US Government securities at beginning of year2021-06-30$10,519,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$8,225,601
Net investment gain or loss from common/collective trusts2021-06-30$248,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$6,809,640
Employer contributions (assets) at end of year2021-06-30$657,321
Employer contributions (assets) at beginning of year2021-06-30$537,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$9,218,918
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$17,115,911
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$15,590,079
Contract administrator fees2021-06-30$103,476
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$29,399,630
Aggregate carrying amount (costs) on sale of assets2021-06-30$29,354,191
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-06-30310800053
2020 : IBEW LOCAL NO.82 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-551,788
Total unrealized appreciation/depreciation of assets2020-06-30$-551,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$572,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$248,200
Total income from all sources (including contributions)2020-06-30$9,674,846
Total loss/gain on sale of assets2020-06-30$988,442
Total of all expenses incurred2020-06-30$9,593,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$9,040,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$7,016,808
Value of total assets at end of year2020-06-30$110,112,589
Value of total assets at beginning of year2020-06-30$109,706,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$552,618
Total interest from all sources2020-06-30$929,125
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,287,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,287,454
Administrative expenses professional fees incurred2020-06-30$195,851
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$207,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$249,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$504,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$165,166
Administrative expenses (other) incurred2020-06-30$110,260
Liabilities. Value of operating payables at end of year2020-06-30$68,406
Liabilities. Value of operating payables at beginning of year2020-06-30$83,034
Total non interest bearing cash at end of year2020-06-30$1,814,270
Total non interest bearing cash at beginning of year2020-06-30$4,031,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$81,619
Value of net assets at end of year (total assets less liabilities)2020-06-30$109,539,824
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$109,458,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$146,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$54,905,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$55,497,227
Interest earned on other investments2020-06-30$121,085
Income. Interest from US Government securities2020-06-30$322,332
Income. Interest from corporate debt instruments2020-06-30$448,143
Value of interest in common/collective trusts at end of year2020-06-30$24,261,514
Value of interest in common/collective trusts at beginning of year2020-06-30$20,504,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$2,277,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$3,237,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$3,237,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$37,565
Asset value of US Government securities at end of year2020-06-30$10,519,170
Asset value of US Government securities at beginning of year2020-06-30$10,800,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-492,405
Net investment gain or loss from common/collective trusts2020-06-30$497,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$7,016,808
Employer contributions (assets) at end of year2020-06-30$537,114
Employer contributions (assets) at beginning of year2020-06-30$672,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$9,040,609
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$15,590,079
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$14,714,514
Contract administrator fees2020-06-30$100,464
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$54,735,913
Aggregate carrying amount (costs) on sale of assets2020-06-30$53,747,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2020-06-30310800053
2019 : IBEW LOCAL NO.82 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$2,685,579
Total unrealized appreciation/depreciation of assets2019-06-30$2,685,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$248,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$694,079
Total income from all sources (including contributions)2019-06-30$13,567,879
Total loss/gain on sale of assets2019-06-30$444,961
Total of all expenses incurred2019-06-30$9,232,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$8,757,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$7,205,321
Value of total assets at end of year2019-06-30$109,706,405
Value of total assets at beginning of year2019-06-30$105,816,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$474,945
Total interest from all sources2019-06-30$962,224
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,303,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,303,086
Administrative expenses professional fees incurred2019-06-30$123,195
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$249,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$335,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$165,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$561,280
Administrative expenses (other) incurred2019-06-30$112,122
Liabilities. Value of operating payables at end of year2019-06-30$83,034
Liabilities. Value of operating payables at beginning of year2019-06-30$132,799
Total non interest bearing cash at end of year2019-06-30$4,031,469
Total non interest bearing cash at beginning of year2019-06-30$3,592,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$4,335,324
Value of net assets at end of year (total assets less liabilities)2019-06-30$109,458,205
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$105,122,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$143,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$55,497,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$54,361,577
Interest earned on other investments2019-06-30$129,069
Income. Interest from US Government securities2019-06-30$296,777
Income. Interest from corporate debt instruments2019-06-30$469,513
Value of interest in common/collective trusts at end of year2019-06-30$20,504,108
Value of interest in common/collective trusts at beginning of year2019-06-30$20,746,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$3,237,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,969,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,969,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$66,865
Asset value of US Government securities at end of year2019-06-30$10,800,236
Asset value of US Government securities at beginning of year2019-06-30$9,826,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$9,421
Net investment gain or loss from common/collective trusts2019-06-30$957,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$7,205,321
Employer contributions (assets) at end of year2019-06-30$672,432
Employer contributions (assets) at beginning of year2019-06-30$678,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$8,757,610
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$14,714,514
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$14,306,115
Contract administrator fees2019-06-30$96,600
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$14,164,813
Aggregate carrying amount (costs) on sale of assets2019-06-30$13,719,852
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-06-30310800053
2018 : IBEW LOCAL NO.82 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$4,573,184
Total unrealized appreciation/depreciation of assets2018-06-30$4,573,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$694,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$337,659
Total income from all sources (including contributions)2018-06-30$14,473,162
Total loss/gain on sale of assets2018-06-30$-247,553
Total of all expenses incurred2018-06-30$9,395,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$8,913,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$7,093,706
Value of total assets at end of year2018-06-30$105,816,960
Value of total assets at beginning of year2018-06-30$100,383,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$482,781
Total interest from all sources2018-06-30$924,220
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,355,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,355,689
Administrative expenses professional fees incurred2018-06-30$140,275
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30Yes
Amount of non-exempt transactions with any party-in-interest2018-06-30$89,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$335,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$231,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$561,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$234,884
Administrative expenses (other) incurred2018-06-30$106,414
Liabilities. Value of operating payables at end of year2018-06-30$132,799
Liabilities. Value of operating payables at beginning of year2018-06-30$102,775
Total non interest bearing cash at end of year2018-06-30$3,592,953
Total non interest bearing cash at beginning of year2018-06-30$3,399,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$5,077,166
Value of net assets at end of year (total assets less liabilities)2018-06-30$105,122,881
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$100,045,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$141,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$54,361,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$49,046,838
Interest earned on other investments2018-06-30$139,897
Income. Interest from US Government securities2018-06-30$250,999
Income. Interest from corporate debt instruments2018-06-30$500,877
Value of interest in common/collective trusts at end of year2018-06-30$20,746,542
Value of interest in common/collective trusts at beginning of year2018-06-30$19,947,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,969,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,474,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,474,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$32,447
Asset value of US Government securities at end of year2018-06-30$9,826,477
Asset value of US Government securities at beginning of year2018-06-30$8,661,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,453
Net investment gain or loss from common/collective trusts2018-06-30$772,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$7,093,706
Employer contributions (assets) at end of year2018-06-30$678,493
Employer contributions (assets) at beginning of year2018-06-30$668,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$8,913,215
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$14,306,115
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$14,954,134
Contract administrator fees2018-06-30$94,534
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$17,164,839
Aggregate carrying amount (costs) on sale of assets2018-06-30$17,412,392
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-06-30310800053
2017 : IBEW LOCAL NO.82 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$5,481,766
Total unrealized appreciation/depreciation of assets2017-06-30$5,481,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$337,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,194,803
Total income from all sources (including contributions)2017-06-30$16,493,707
Total loss/gain on sale of assets2017-06-30$821,975
Total of all expenses incurred2017-06-30$8,995,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$8,514,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$6,977,754
Value of total assets at end of year2017-06-30$100,383,374
Value of total assets at beginning of year2017-06-30$93,742,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$481,426
Total interest from all sources2017-06-30$935,392
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,094,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,094,062
Administrative expenses professional fees incurred2017-06-30$156,017
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$231,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$488,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$234,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$1,058,926
Other income not declared elsewhere2017-06-30$500
Administrative expenses (other) incurred2017-06-30$90,553
Liabilities. Value of operating payables at end of year2017-06-30$102,775
Liabilities. Value of operating payables at beginning of year2017-06-30$135,877
Total non interest bearing cash at end of year2017-06-30$3,399,070
Total non interest bearing cash at beginning of year2017-06-30$2,434,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$7,498,014
Value of net assets at end of year (total assets less liabilities)2017-06-30$100,045,715
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$92,547,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$113,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$49,046,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$35,892,965
Interest earned on other investments2017-06-30$147,412
Income. Interest from US Government securities2017-06-30$279,942
Income. Interest from corporate debt instruments2017-06-30$495,784
Value of interest in common/collective trusts at end of year2017-06-30$19,947,484
Value of interest in common/collective trusts at beginning of year2017-06-30$25,381,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,474,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,134,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,134,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$12,254
Asset value of US Government securities at end of year2017-06-30$8,661,046
Asset value of US Government securities at beginning of year2017-06-30$10,601,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,835
Net investment gain or loss from common/collective trusts2017-06-30$1,180,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$6,977,754
Employer contributions (assets) at end of year2017-06-30$668,984
Employer contributions (assets) at beginning of year2017-06-30$634,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$8,514,267
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$14,954,134
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$16,174,459
Contract administrator fees2017-06-30$120,932
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$58,849,157
Aggregate carrying amount (costs) on sale of assets2017-06-30$58,027,182
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2017-06-30310800053
2016 : IBEW LOCAL NO.82 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$604,482
Total unrealized appreciation/depreciation of assets2016-06-30$604,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,194,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$721,556
Total income from all sources (including contributions)2016-06-30$8,724,445
Total loss/gain on sale of assets2016-06-30$3,199,217
Total of all expenses incurred2016-06-30$8,910,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$8,309,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$7,034,065
Value of total assets at end of year2016-06-30$93,742,504
Value of total assets at beginning of year2016-06-30$93,455,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$600,682
Total interest from all sources2016-06-30$812,059
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,082,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,082,544
Administrative expenses professional fees incurred2016-06-30$191,104
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$488,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$398,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$1,058,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$643,578
Administrative expenses (other) incurred2016-06-30$118,940
Liabilities. Value of operating payables at end of year2016-06-30$135,877
Liabilities. Value of operating payables at beginning of year2016-06-30$77,978
Total non interest bearing cash at end of year2016-06-30$2,434,735
Total non interest bearing cash at beginning of year2016-06-30$1,308,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-186,212
Value of net assets at end of year (total assets less liabilities)2016-06-30$92,547,701
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$92,733,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$156,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$35,892,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$47,289,097
Interest earned on other investments2016-06-30$362
Income. Interest from US Government securities2016-06-30$282,866
Income. Interest from corporate debt instruments2016-06-30$526,134
Value of interest in common/collective trusts at end of year2016-06-30$25,381,298
Value of interest in common/collective trusts at beginning of year2016-06-30$17,045,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,134,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,625,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,625,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$2,697
Asset value of US Government securities at end of year2016-06-30$10,601,171
Asset value of US Government securities at beginning of year2016-06-30$9,211,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-5,218,703
Net investment gain or loss from common/collective trusts2016-06-30$1,210,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$7,034,065
Employer contributions (assets) at end of year2016-06-30$634,540
Employer contributions (assets) at beginning of year2016-06-30$600,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$8,309,975
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$16,174,459
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$15,976,695
Contract administrator fees2016-06-30$134,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$86,088,615
Aggregate carrying amount (costs) on sale of assets2016-06-30$82,889,398
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30LUBLINSUSSMAN GROUP LLP
Accountancy firm EIN2016-06-30341087273
2015 : IBEW LOCAL NO.82 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$918,421
Total unrealized appreciation/depreciation of assets2015-06-30$918,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$721,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$392,110
Total income from all sources (including contributions)2015-06-30$8,494,358
Total loss/gain on sale of assets2015-06-30$-741,677
Total of all expenses incurred2015-06-30$8,970,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$8,363,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$6,250,346
Value of total assets at end of year2015-06-30$93,455,469
Value of total assets at beginning of year2015-06-30$93,601,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$606,911
Total interest from all sources2015-06-30$1,062,207
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,005,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,005,061
Administrative expenses professional fees incurred2015-06-30$229,300
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$398,014
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$350,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$643,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$353,300
Administrative expenses (other) incurred2015-06-30$64,869
Liabilities. Value of operating payables at end of year2015-06-30$77,978
Liabilities. Value of operating payables at beginning of year2015-06-30$38,810
Total non interest bearing cash at end of year2015-06-30$1,308,226
Total non interest bearing cash at beginning of year2015-06-30$6,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-475,753
Value of net assets at end of year (total assets less liabilities)2015-06-30$92,733,913
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$93,209,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$172,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$47,289,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$51,643,097
Income. Interest from US Government securities2015-06-30$344,734
Income. Interest from corporate debt instruments2015-06-30$716,951
Value of interest in common/collective trusts at end of year2015-06-30$17,045,808
Value of interest in common/collective trusts at beginning of year2015-06-30$15,482,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,625,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,812,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,812,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$522
Asset value of US Government securities at end of year2015-06-30$9,211,703
Asset value of US Government securities at beginning of year2015-06-30$9,090,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,250,346
Employer contributions (assets) at end of year2015-06-30$600,526
Employer contributions (assets) at beginning of year2015-06-30$538,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$8,363,200
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$15,976,695
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$14,677,625
Contract administrator fees2015-06-30$140,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$29,809,524
Aggregate carrying amount (costs) on sale of assets2015-06-30$30,551,201
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30LUBLINSUSSAN GROUP LLP
Accountancy firm EIN2015-06-30341087273
2014 : IBEW LOCAL NO.82 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$1,059,218
Total unrealized appreciation/depreciation of assets2014-06-30$1,059,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$392,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$693,938
Total income from all sources (including contributions)2014-06-30$18,979,374
Total loss/gain on sale of assets2014-06-30$-558,332
Total of all expenses incurred2014-06-30$8,665,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$8,149,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,693,601
Value of total assets at end of year2014-06-30$93,601,776
Value of total assets at beginning of year2014-06-30$83,590,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$516,953
Total interest from all sources2014-06-30$1,181,208
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,170,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,170,100
Administrative expenses professional fees incurred2014-06-30$133,022
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$174,492
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$350,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,344,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$353,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$629,819
Administrative expenses (other) incurred2014-06-30$94,382
Liabilities. Value of operating payables at end of year2014-06-30$38,810
Liabilities. Value of operating payables at beginning of year2014-06-30$64,119
Total non interest bearing cash at end of year2014-06-30$6,408
Total non interest bearing cash at beginning of year2014-06-30$19,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$10,313,395
Value of net assets at end of year (total assets less liabilities)2014-06-30$93,209,666
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$82,896,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$206,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$51,643,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$43,940,717
Income. Interest from US Government securities2014-06-30$298,596
Income. Interest from corporate debt instruments2014-06-30$880,795
Value of interest in common/collective trusts at end of year2014-06-30$15,482,167
Value of interest in common/collective trusts at beginning of year2014-06-30$6,905,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,812,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,941,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,941,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$1,817
Asset value of US Government securities at end of year2014-06-30$9,090,437
Asset value of US Government securities at beginning of year2014-06-30$4,574,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$7,962,179
Net investment gain or loss from common/collective trusts2014-06-30$2,471,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,693,601
Employer contributions (assets) at end of year2014-06-30$538,535
Employer contributions (assets) at beginning of year2014-06-30$545,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$8,149,026
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$14,677,625
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$24,144,476
Contract administrator fees2014-06-30$83,144
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$111,556,751
Aggregate carrying amount (costs) on sale of assets2014-06-30$112,115,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2014-06-30310800053
2013 : IBEW LOCAL NO.82 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-1,550,307
Total unrealized appreciation/depreciation of assets2013-06-30$-1,550,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$693,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,113,452
Total income from all sources (including contributions)2013-06-30$14,630,201
Total loss/gain on sale of assets2013-06-30$831,827
Total of all expenses incurred2013-06-30$8,760,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$8,225,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,609,966
Value of total assets at end of year2013-06-30$83,590,209
Value of total assets at beginning of year2013-06-30$78,140,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$534,792
Total interest from all sources2013-06-30$1,184,593
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,365,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,327,578
Administrative expenses professional fees incurred2013-06-30$88,002
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$174,492
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-06-30$163,266
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,344,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$385,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$629,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$1,057,678
Administrative expenses (other) incurred2013-06-30$116,375
Liabilities. Value of operating payables at end of year2013-06-30$64,119
Liabilities. Value of operating payables at beginning of year2013-06-30$55,774
Total non interest bearing cash at end of year2013-06-30$19,806
Total non interest bearing cash at beginning of year2013-06-30$17,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$5,869,475
Value of net assets at end of year (total assets less liabilities)2013-06-30$82,896,271
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$77,026,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$248,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$43,940,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$39,534,398
Income. Interest from US Government securities2013-06-30$327,510
Income. Interest from corporate debt instruments2013-06-30$853,847
Value of interest in common/collective trusts at end of year2013-06-30$6,905,325
Value of interest in common/collective trusts at beginning of year2013-06-30$3,054,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,941,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$4,511,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$4,511,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$3,236
Asset value of US Government securities at end of year2013-06-30$4,574,752
Asset value of US Government securities at beginning of year2013-06-30$15,786,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$6,090,577
Net investment gain or loss from common/collective trusts2013-06-30$1,097,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,609,966
Employer contributions (assets) at end of year2013-06-30$545,078
Employer contributions (assets) at beginning of year2013-06-30$437,569
Income. Dividends from common stock2013-06-30$38,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$8,225,934
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$24,144,476
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$9,944,297
Contract administrator fees2013-06-30$82,145
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$4,303,176
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$1,241
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$94,463,806
Aggregate carrying amount (costs) on sale of assets2013-06-30$93,631,979
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2013-06-30310800053
2012 : IBEW LOCAL NO.82 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-41,146
Total unrealized appreciation/depreciation of assets2012-06-30$-41,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,113,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$607,887
Total income from all sources (including contributions)2012-06-30$4,873,873
Total loss/gain on sale of assets2012-06-30$780,998
Total of all expenses incurred2012-06-30$8,837,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$8,269,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,169,215
Value of total assets at end of year2012-06-30$78,140,248
Value of total assets at beginning of year2012-06-30$81,598,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$567,763
Total interest from all sources2012-06-30$1,226,787
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,153,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$1,036,628
Administrative expenses professional fees incurred2012-06-30$132,307
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$163,266
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$385,889
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,077,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$1,057,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$553,645
Administrative expenses (other) incurred2012-06-30$101,314
Liabilities. Value of operating payables at end of year2012-06-30$55,774
Liabilities. Value of operating payables at beginning of year2012-06-30$54,242
Total non interest bearing cash at end of year2012-06-30$17,057
Total non interest bearing cash at beginning of year2012-06-30$38,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-3,963,667
Value of net assets at end of year (total assets less liabilities)2012-06-30$77,026,796
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$80,990,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$253,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$39,534,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$48,725,818
Interest earned on other investments2012-06-30$19,977
Income. Interest from US Government securities2012-06-30$413,638
Income. Interest from corporate debt instruments2012-06-30$791,644
Value of interest in common/collective trusts at end of year2012-06-30$3,054,828
Value of interest in common/collective trusts at beginning of year2012-06-30$33,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$4,511,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,684,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,684,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,528
Asset value of US Government securities at end of year2012-06-30$15,786,947
Asset value of US Government securities at beginning of year2012-06-30$12,304,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-3,636,709
Net investment gain or loss from common/collective trusts2012-06-30$221,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,169,215
Employer contributions (assets) at end of year2012-06-30$437,569
Employer contributions (assets) at beginning of year2012-06-30$368,424
Income. Dividends from preferred stock2012-06-30$15,314
Income. Dividends from common stock2012-06-30$101,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$8,269,777
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$9,944,297
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$12,933,185
Contract administrator fees2012-06-30$80,861
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$4,303,176
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$4,429,960
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$1,241
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$2,482
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$73,065,526
Aggregate carrying amount (costs) on sale of assets2012-06-30$72,284,528
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2012-06-30310800053
2011 : IBEW LOCAL NO.82 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$560,959
Total unrealized appreciation/depreciation of assets2011-06-30$560,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$607,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$560,346
Total income from all sources (including contributions)2011-06-30$18,870,230
Total loss/gain on sale of assets2011-06-30$524,526
Total of all expenses incurred2011-06-30$8,895,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$8,290,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,876,178
Value of total assets at end of year2011-06-30$81,598,350
Value of total assets at beginning of year2011-06-30$71,576,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$605,156
Total interest from all sources2011-06-30$976,450
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$761,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$665,686
Administrative expenses professional fees incurred2011-06-30$155,704
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,077,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2,907,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$553,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$475,302
Administrative expenses (other) incurred2011-06-30$95,088
Liabilities. Value of operating payables at end of year2011-06-30$54,242
Liabilities. Value of operating payables at beginning of year2011-06-30$85,044
Total non interest bearing cash at end of year2011-06-30$38,893
Total non interest bearing cash at beginning of year2011-06-30$304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$9,974,434
Value of net assets at end of year (total assets less liabilities)2011-06-30$80,990,463
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$71,016,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$272,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$48,725,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$31,868,256
Interest earned on other investments2011-06-30$21,234
Income. Interest from US Government securities2011-06-30$460,250
Income. Interest from corporate debt instruments2011-06-30$493,077
Value of interest in common/collective trusts at end of year2011-06-30$33,597
Value of interest in common/collective trusts at beginning of year2011-06-30$18,318,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,684,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,566,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,566,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,889
Asset value of US Government securities at end of year2011-06-30$12,304,650
Asset value of US Government securities at beginning of year2011-06-30$7,998,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$9,655,664
Net investment gain or loss from common/collective trusts2011-06-30$2,514,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,876,178
Employer contributions (assets) at end of year2011-06-30$368,424
Employer contributions (assets) at beginning of year2011-06-30$268,242
Income. Dividends from common stock2011-06-30$96,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$8,290,640
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$12,933,185
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$4,915,914
Contract administrator fees2011-06-30$82,133
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$4,429,960
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$3,728,444
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$2,482
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$3,723
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$76,535,839
Aggregate carrying amount (costs) on sale of assets2011-06-30$76,011,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2011-06-30310800053
2010 : IBEW LOCAL NO.82 PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for IBEW LOCAL NO.82 PENSION PLAN

2022: IBEW LOCAL NO.82 PENSION PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL NO.82 PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL NO.82 PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL NO.82 PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL NO.82 PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL NO.82 PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL NO.82 PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL NO.82 PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL NO.82 PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL NO.82 PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL NO.82 PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL NO.82 PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL NO.82 PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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